See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,158 | $98,750-63.4% | $149,696-75.8% | $79,858-54.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 45.18% | 27.43%+17.8pp | 276.60%-231.4pp | 31.71%+13.5pp |
| Employer contribution / active EE | $8,919 | $3,216+177.3% | $4,644+92.0% | $2,471+261.0% |
| Participant deferral / active EE | $5,067 | $5,680-10.8% | $6,842-25.9% | $3,740+35.5% |
| Admin fee / account holder | -$196 | $6,053-103.2% | $9,309-102.1% | $5,306-103.7% |